SCHD vs WSPC

SCHD vs WSPC
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Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 103 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDWSPCWinner
Expense Ratio0.06%0.75%
AUM$112.2B$1M
Dividend Yield3.13%0.00%
Holdings10350
YTD Return+27.89%-8.66%
1Y Return+29.93%-
3Y Return (annualized)+16.13%-
5Y Return (annualized)+10.00%-
Volatility (annualized)13.6%-
Max Drawdown-33.4%-17.5%
Fund FamilyCharles Schwab Asset ManagementWisdomTree Investments
CategoryEquityEquity
InceptionOct 20, 2011Jul 9, 2026

SCHD vs WSPC Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and WisdomTree Space Economy Fund ETF (WSPC) is a ETF from WisdomTree Investments. Year to date, SCHD is up 27.89% versus a loss of 8.66% for WSPC.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -17.5% for WSPC. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

SCHD charges 0.06% per year while WSPC charges 0.75%. On a $10,000 position that is $6 vs $75 annually, a gap of $69 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.00% for WSPC.

Holdings Overlap

1.4%overlap

SCHD and WSPC share 1 holdings out of 149 unique holdings combined, representing a 1.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SCHDWeight in WSPCDifference
LMT2.99%1.38%1.61%

Frequently Asked Questions

Which is cheaper, SCHD or WSPC?

SCHD has an expense ratio of 0.06% while WSPC charges 0.75%. SCHD is the cheaper option. On a $10,000 investment, that is $69 per year of difference.

What is the holdings overlap between SCHD and WSPC?

SCHD and WSPC share 1 common holdings with a 1.4% weight overlap. Combined, they hold 149 unique securities.

Which pays a higher dividend, SCHD or WSPC?

SCHD yields 3.13% while WSPC yields 0.00%, so SCHD currently pays the higher dividend yield.

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